See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,693 | $59,417-26.5% | $93,606-53.3% | $74,495-41.3% |
| Participation rate | 60.5% | 59.7%+0.9pp | 68.7%-8.2pp | 67.2%-6.7pp |
| Annual return | 13.09% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $426 | $1,264-66.3% | $2,420-82.4% | $2,623-83.8% |
| Participant deferral / active EE | $2,859 | $3,050-6.3% | $4,411-35.2% | $4,346-34.2% |
| Admin fee / account holder | $3,896 | $3,021+28.9% | $8,285-53.0% | $1,942+100.6% |